Treasury Consulting - Client Advisory - Executive Director
Core
Spearhead scoping and delivery of treasury consulting services to enhance or revolutionize client treasury and cash operations structures and processes.
Role type
Senior IC Treasury Consultant (Client Advisory)
Builds
Treasury centralization strategies, business process re-engineering for Treasury/AP/AR, and industry benchmarking diagnostics.
Domain
Corporate Finance / Treasury Management
Required skills
Global Treasury and Cash Management expertise, AP/AR processes knowledge, Strategic trend analysis, Solutioning and recommendation creation, Client presentation to C-suite, Cross-functional coordination, Thought leadership content creation, Team coaching
Preferred skills
Senior Manager level corporate treasury experience, J.P. Morgan Treasury Services product knowledge, Treasury Management Systems (TMS) and ERP user experience
Technologies
Microsoft Excel, Microsoft PowerPoint, Treasury Management Systems (TMS), Enterprise Resource Programs (ERP)
Responsibilities
Lead consulting engagements from kick-off to analysis and recommendations, Create customized recommendations spanning internal processes and organizational design, Quantify benefits based on client data, Communicate results to CFOs and Treasurers, Facilitate cross-functional coordination with sales and banking teams, Develop training and thought leadership content, Partner with team members to deliver engagements and build talent pipeline
Seniority
Senior, hands-on IC with mentorship responsibilities